AAM MINUTE
June 2025: Key Insights from Summit 2025
Seasoned Marketer: Against the backdrop of Arizona’s gorgeous sunshine, cacti and red rock mountains, this year’s Summit started and ended with two commanding keynote presentations: one on the power of shifting from leadership to ‘teamship,’ and one on the importance of future-proofing firms in the face of rapidly-evolving AI. This month’s Seasoned Marketer article provides summaries and key takeaways from both of these dynamic keynote sessions.
Beginner’s Guide: At the 2025 AAM Summit, one theme stood out above the rest: the power of connection. From conversations over breakfast to forward-looking discussions on AI and innovation, marketing professionals came together to share insights, challenges and solutions that are shaping the profession. Read more about the experience and key takeaways from the Summit here.
Speakers of Interest: The 2025 AAM Summit in Phoenix, Arizona, was host to a long lineup of fantastic speakers with topics ranging from the future of leadership to disrupting disruption. Here are Summit’s keynote speakers worth following for news and insights.
Meet a Member: This month’s Meet a Member features Kaelynn Guzman, Digital Marketing Manager at Withum and the AAM’s 2025 Rookie of the Year. Read here to learn more about Kaelynn!
Hot Topic: The AAM Summit is more than just a conference for accounting marketers. It’s a place to connect with peers, learn from industry thought leaders and walk away with actionable insights that drive business growth. This year’s Summit continued the tradition, offering attendees a packed agenda full of strategies, tool and inspiration. Here’s a breakdown of the key takeaways our AAM members shared, from business development tips to AI-ready marketing strategies.
April & May New Members
Aaliyah McKinney, Kruggel Lawton CPA
Alyssa Salerno, UHY Advisors, Inc.
Amber Edmonston, SME CPA
Angela Ryan, RKL LLP
Becky Green, Fully Accountable
Beth King, Friedman+Huey
Brady Auch, Harris
Brendan Coleman, RubinBrown LLP
Brianna Baker, HBK CPAs & Consultants
Brianna Wagner, BMF – Bober Markey Fedorovich
Cameron Roberts, Resound
Casey Daly, Grassi
Chase Damiano, Human at Scale
Christine Farrier, Rho
Daniel Barbera, HBK CPAs & Consultants
Erin McGaw, Trout CPA
Joanna Cosper, RP&B CPAs
John Tyreman, Red Cedar Marketing
Katarina Thomas, Padgett
Kate Arnold, Honkamp, P.C.
Katie Thomas, CPA Leaders Online
Katy Fangman, Maxwell Locke & Ritter
Lauren Osborne, LHO & Co.
Mackenzie Neumann-Magle, Hawkins Ash CPAs
Maggie Tomasek, Mowery & Schoenfeld
Marilyn Velez, CBIZ
Mark Tuggle, Ninestone Partners
Molly Hall-Cunningham, Virtus Group LLP
Natalie Rudd, Lucas Horsfall
Nicole Simek, Rubino & Company, Chartered
Rena Saltsman, Rehmann
Ryan Hovey, Cherry Bekaert
Stacy Bouchard, Hawkins Ash CPAs
Steve Corcoran, EHTC
Victoria Carrasco, Friedman + Huey Associates LLP
